Cody Owen Wheeler appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Cody Owen Wheeler appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-28 | Form ADV | PLAN GROUP FINANCIAL, INC. | DIRECTOR OF OPERATIONS | OKLAHOMA CITY, OK |